Financial Horizons Overview
- Year Founded
-
1990
- Status
-
Acquired/Merged
- Employees
-
354
- Latest Deal Type
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M&A
- Financing Rounds
-
2
- Investments
-
14
Financial Horizons General Information
Description
Provider of insurance and financial services intended to support independent financial advisors. The company offers insurance, investments, group benefits and succession planning to respond quickly to advisor's inquiries and needs in the financial service industry throughout Canada.
Contact Information
Website
www.financialhorizons.com(Operating Subsidiary)
Corporate Office
- 4210 King Street East
- Suite 101
- Kitchener, Ontario N2P 2G5
- Canada
Corporate Office
- 4210 King Street East
- Suite 101
- Kitchener, Ontario N2P 2G5
- Canada
Financial Horizons Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Financial Horizons Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Financial Horizons Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Financial Horizons Investments & Acquisitions (14)
Financial Horizons’s most recent deal was a Merger/Acquisition with ABEX Central Financial Services. The deal was made on 01-Feb-2018.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| ABEX Central Financial Services | 01-Feb-2018 | Merger/Acquisition | Other Financial Services | ||
| Democrance | 01-Mar-2017 | Seed Round | Business/Productivity Software | ||
| Estate Financial | 02-Feb-2017 | Merger/Acquisition | Consulting Services (B2B) | ||
| Groupe Financier Odyssee | 01-Jan-2016 | Merger/Acquisition | Insurance Brokers | ||
| Excel Private Wealth | 19-Jun-2015 | Merger/Acquisition | Asset Management |
Financial Horizons Exits (1)
Financial Horizons’s most recent exit was on 19-Jun-2015 from Excel Private Wealth. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Excel Private Wealth | 19-Jun-2015 | Completed |
|
Financial Horizons Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Belec & Company | Edmonton, Canada | 1999 | |
| Groupe Financier Odyssee | Sainte-Thérèse, Canada | 1997 |
Financial Horizons FAQs
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When was Financial Horizons founded?
Financial Horizons was founded in 1990.
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Where is Financial Horizons headquartered?
Financial Horizons is headquartered in Kitchener, Canada.
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What is the size of Financial Horizons?
Financial Horizons has 354 total employees.
-
What industry is Financial Horizons in?
Financial Horizons’s primary industry is Insurance Brokers.
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Is Financial Horizons a private or public company?
Financial Horizons is a Private company.
-
What is Financial Horizons’s current revenue?
The current revenue for Financial Horizons is .
-
Who are Financial Horizons’s investors?
Granite Global Solutions has invested in Financial Horizons.
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When was Financial Horizons acquired?
Financial Horizons was acquired on 31-Jul-2017.
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Who acquired Financial Horizons?
Financial Horizons was acquired by The Great-West Life Assurance Company.
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